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Plante Moran Financial Advisors’s Aimco AIV Stock Holding History

Plante Moran Financial Advisors’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,389
Closed -$8K – 801
2017
Q2 		$8K Hold
1,389
– – 0.01% 583
2017
Q1 		$8K Buy
+1,389
New +$8.28K ﹤0.01% 606
2016
Q4 		– Sell
-2,335
Closed -$14K – 959
2016
Q3 		$14K Buy
+2,335
New +$14.1K 0.01% 535
2016
Q1 		– Sell
-1,464
Closed -$8K – 850
2015
Q4 		$8K Buy
+1,464
New +$7.54K 0.01% 608

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's AIV Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Aimco (AIV) in Q3 2017, closing a stake of 1,389 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in AIV in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q3 2016. 320 funds tracked by Wall St. Rank hold AIV as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining Aimco position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,389 Aimco shares in Q3 2017, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Aimco in Q4 2015 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Aimco position peaked at $14K in Q3 2016.
  • 320 funds tracked by Wall St. Rank held Aimco as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.